OIA

Optimum Investment Advisors Portfolio holdings

AUM $252M
1-Year Est. Return 26.44%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+26.44%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$309M
AUM Growth
+$42.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
950
New
Increased
Reduced
Closed

Top Buys

1
+$1.15M
2
+$880K
3
+$802K
4
HOLX icon
Hologic
HOLX
+$723K
5
PFLT icon
PennantPark Floating Rate Capital
PFLT
+$607K

Top Sells

1
+$621K
2
+$550K
3
+$493K
4
BMY icon
Bristol-Myers Squibb
BMY
+$337K
5
DTV
DIRECTV COM STK (DE)
DTV
+$259K

Sector Composition

1 Financials 12.56%
2 Technology 10.96%
3 Healthcare 10.9%
4 Industrials 8.86%
5 Energy 8.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
801
$8K ﹤0.01%
+136
802
$8K ﹤0.01%
400
803
$8K ﹤0.01%
827
804
$8K ﹤0.01%
1,572
805
$8K ﹤0.01%
300
806
$8K ﹤0.01%
163
807
$8K ﹤0.01%
500
808
$8K ﹤0.01%
425
+160
809
$8K ﹤0.01%
60
810
$8K ﹤0.01%
+1,000
811
$8K ﹤0.01%
+360
812
$8K ﹤0.01%
+200
813
$8K ﹤0.01%
+143
814
$7K ﹤0.01%
218
-100
815
$7K ﹤0.01%
+150
816
$7K ﹤0.01%
60
-55
817
$7K ﹤0.01%
+156
818
$7K ﹤0.01%
191
819
$7K ﹤0.01%
27
+10
820
$7K ﹤0.01%
+300
821
$7K ﹤0.01%
935
+56
822
$7K ﹤0.01%
250
823
$7K ﹤0.01%
61
824
$7K ﹤0.01%
+200
825
$7K ﹤0.01%
455
31 32
33
34 35